UBS Group
UBS Group
Period
Q1 2026
Portfolio Date
Mar 31, 2026
Stocks Held
8,493
Market Value
$562.3B
Portfolio Analysis
AIPreviewI. Institutional Overview
The institutional investment landscape is often defined by the movements of its largest titans, and few entities command as much global influence as UBS Group. As of the first quarter of 2026, the institutional holdings report reveals a portfolio of staggering proportions, with a total reported market value reaching approximately $562.30 billion. This...
UBS Group’s investment philosophy, as evidenced by its current portfolio structure, is one of extreme diversification coupled with surgical precision in core growth areas. With a total of 8,493 individual stock holdings, the institution operates on a scale that few other entities can match. This high number of holdings suggests a multi-faceted approach to...
Analyzing the scale trend, the portfolio value of $562.30 billion places UBS Group in the upper echelon of global asset managers. When compared to previous cycles, the current valuation suggests a period of expansion, likely driven by both capital appreciation in the technology sector and the continued integration of assets following major corporate...
Based on the latest available 13F filing.
Open full report in appHoldings Value Trend
Q2 2024
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Top 5 Holdings
Historical Positions
| Symbol | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|
| NVDA | 2.2% | 2.3% | 2.6% | 2.6% |
| AAPL | 1.9% | 2.0% | 2.0% | 1.9% |
| MSFT | 1.8% | 2.2% | 2.5% | 2.7% |
| ETF-SPY | 1.2% | 1.2% | 0.9% | 1.1% |
| AVGO | 1.1% | 1.3% | 1.2% | 1.2% |
| AMZN | 1.1% | 1.3% | 1.3% | 1.4% |
| GOOGL | 1.0% | 1.1% | 0.9% | 0.8% |
| ETF-IEFA | 0.9% | - | - | - |
| JPM | 0.8% | - | 1.0% | 1.0% |
| GOOG | 0.8% | 1.0% | - | - |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
Sector Analysis
Trading Summary
All Holdings
$NVDA
2.2%
$AAPL
1.9%
$MSFT
1.8%
$ETF-SPY
1.2%
$AVGO
1.1%
$AMZN
1.1%
$GOOGL
1.0%
$ETF-IEFA
0.9%
$JPM
0.8%
$GOOG
0.8%
$META
0.8%
$UBS
0.6%
$ETF-VO
0.6%
$TSM
0.6%
$LLY
0.6%
$V
0.6%
$ETF-QQQ
0.5%
$ETF-VONG
0.5%
$ETF-IVV
0.5%
$ABBV
0.5%
$ETF-VONV
0.4%
$ETF-USIG
0.4%
$ETF-GLD
0.4%
$ETF-VOO
0.4%
$XOM
0.4%
$ETF-VUG
0.4%
$ETF-VTV
0.4%
$ETF-IEMG
0.4%
$JNJ
0.4%
$WMT
0.4%
$CSCO
0.4%
$COST
0.4%
$HD
0.4%
$NFLX
0.3%
$KO
0.3%
$BRK.B
0.3%
$ETF-RSP
0.3%
$CVX
0.3%
$NEE
0.3%
$ETF-MBB
0.3%
$ETF-IWF
0.3%
$MU
0.3%
$TSLA
0.3%
$ORCL
0.3%
$ETF-VEA
0.3%
$MS
0.3%
$RTX
0.3%
$MA
0.3%
$MCD
0.3%
$ETN
0.3%